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CIK: 0001858828
Total reported value
$199.8M
$199.8M
73 檔
38.8%
At the close of Q1 2025, Guardian Wealth Advisors, LLC disclosed equity holdings valued at approximately $199.8M, spread across 73 reported holdings.
In Q1 2025, Guardian Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.08% | +0.35% | +2.42% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 12.41% | -0.42% | +5.87% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.81% | +0.40% | +6.29% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.34% | -0.01% | +9.80% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.15% | +0.54% | +1.06% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.92% | -0.36% | +54.41% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.56% | +0.21% | +55.75% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.98% | +0.11% | -25.83% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.91% | -0.19% | -24.84% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.74% | -0.10% | +6.41% | |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 2.48% | — | -5.92% | |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 2.01% | -0.10% | +0.08% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.49% | -0.02% | -13.56% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.41% | +0.75% | +5.14% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-Other | 1.41% | — | -9.71% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.28% | -0.40% | -1.33% | |
| 17 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.10% | -0.02% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.01% | -5.62% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.10% | +3.92% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.21% | -0.55% | |
| 21 | SPGI | S&p Global Inc | Stock-Financials | 0.62% | -0.07% | +4.21% | |
| 22 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.60% | — | -5.91% | |
| 23 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.60% | -0.03% | -7.24% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.19% | +4.49% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.05% | +4.15% | |
| 26 | ECL | Ecolab Inc | Stock-Materials | 0.52% | -0.03% | -0.03% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.01% | -0.28% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +7.39% | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.44% | +0.12% | -21.58% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.08% | +7.24% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.43% | -0.10% | -6.03% | |
| 32 | ED | Consolidated Edison Inc | Stock-Utilities | 0.42% | -0.05% | -6.00% | |
| 33 | GGG | Graco Inc | Stock-Industrials | 0.40% | -0.08% | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.38% | — | -17.26% | |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.36% | — | -2.05% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | +0.04% | -5.31% | |
| 37 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.33% | — | -13.20% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.33% | -0.01% | +0.54% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.32% | +0.01% | -0.40% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | — | — | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.31% | -0.01% | +4.36% | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.29% | — | -25.71% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | +0.06% | -1.92% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.01% | -21.02% | |
| 45 | TGT | Target CORP | Stock-Consumer Disc | 0.27% | -0.04% | +2.64% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.27% | -0.01% | -2.62% | |
| 47 | CLX | Clorox Company | Stock-Consumer Staples | 0.27% | — | -12.16% | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.26% | -0.02% | +3.29% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | -13.99% | |
| 50 | CTAS | Cintas CORP | Stock-Industrials | 0.25% | — | +7.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 3 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 4 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 5 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 8 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 9 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 10 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 11 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | New buy |
| 12 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 13 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 14 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 15 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 16 | ICSH | Ishares Ultra Short Duration | — | NEW | New buy |
| 17 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 18 | ABBV | Abbvie Inc | — | NEW | New buy |
| 19 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 20 | CVX | Chevron CORP | — | NEW | New buy |
| 21 | SPGI | S&p Global Inc | — | NEW | New buy |
| 22 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 23 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 24 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 25 | ABT | Abbott Laboratories | — | NEW | New buy |
| 26 | ECL | Ecolab Inc | — | NEW | New buy |
| 27 | AAPL | Apple Inc | — | NEW | New buy |
| 28 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 29 | MMM | 3m Co | — | NEW | New buy |
| 30 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 31 | PEP | Pepsico Inc | — | NEW | New buy |
| 32 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 33 | GGG | Graco Inc | — | NEW | New buy |
| 34 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 36 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 37 | TROW | T Rowe Price Group Inc | — | NEW | New buy |
| 38 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 39 | SYY | Sysco CORP | — | NEW | New buy |
| 40 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 41 | EMR | Emerson Electric Co | — | NEW | New buy |
| 42 | GIS | General Mills Inc | — | NEW | New buy |
| 43 | MSFT | Microsoft CORP | — | NEW | New buy |
| 44 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 45 | TGT | Target CORP | — | NEW | New buy |
| 46 | GPC | Genuine Parts Co | — | NEW | New buy |
| 47 | CLX | Clorox Company | — | NEW | New buy |
| 48 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 49 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 50 | CTAS | Cintas CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Guardian Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $199.8M across 73 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VEA, IWM) accounted for 38.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $22.0M
During Q1 2025, Guardian Wealth Advisors, LLC's top holdings by market value included SPY (14.1%)、VEA (12.4%)、IWM (9.8%). The largest single position, SPY, represented 14.1% of total portfolio value.
In Q1 2025, Guardian Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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